Safe Bulkers
57 hedge funds and large institutions have $16.9M invested in Safe Bulkers in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
25% more capital invested
Capital invested by funds: $13.5M → $16.9M (+$3.38M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 56 → 57 (+1)
0.23% less ownership
Funds ownership: 12.97% → 12.74% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$241K |
| 2 |
JP Morgan Chase
New York
|
+$113K |
| 3 |
BlackRock
New York
|
+$106K |
| 4 |
Morgan Stanley
New York
|
+$94K |
| 5 |
Squarepoint
New York
|
+$53.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$421K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$366K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$101K |
| 4 |
Millennium Management
New York
|
-$75.1K |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $5K | – | – | – |
|
|
IRC
52
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
EI
54
Ellevest Inc
New York
| $1K | +$589 | +548 | New |
|
|
AIG
55
American International Group
New York
| $39 | -$929 | -865 | -3% |
|
|
56
Russell Investments Group
London,
United Kingdom
| – | -$421K | -409,391 | Closed |
|
|
GCP
57
GSA Capital Partners
London,
United Kingdom
| – | -$101K | -98,326 | Closed |
|
|
MA
58
MCF Advisors
Covington,
Kentucky
| – | -$50K | -50,000 | Closed |
|
|
EWM
59
Empirical Wealth Management
Seattle,
Washington
| – | -$29K | -27,765 | Closed |
|
60
Citadel Advisors
Miami,
Florida
| – | -$18K | -17,427 | Closed |
|
|
MAM
61
Meeder Asset Management
Dublin,
Ohio
| – | -$11K | -11,131 | Closed |
|
|
VF
62
Virtu Financial
New York
| – | -$10K | -10,129 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | -$83 | -77 | -99% |
|
SB Hedge Fund Activity: Q4 2020 in Review
57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2020, worth a combined $16.9M — up 25% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SB positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 13 trimmed.
The largest buyer was State Street, adding an estimated $241K. The largest seller was Russell Investments Group, exiting entirely with an estimated $421K sold.
- 57 institutional investors held Safe Bulkers (SB) as of Q4 2020, up from 56 in Q3 2020.
- Funds reported $16.9M of Safe Bulkers stock for Q4 2020, up 25% quarter-over-quarter.
- 8 funds opened new Safe Bulkers positions in Q4 2020 and 7 closed out, a net change of +1 holder.
- The largest Safe Bulkers buyer in Q4 2020 was State Street, an estimated $241K added.
- The largest Safe Bulkers seller in Q4 2020 was Russell Investments Group, an estimated $421K sold.
Based on aggregated 13F filings for Q4 2020.